The Allocators Playbook

Gary Bruebaker, retired Washington State InvestmentBoard (WSIB) Chief Investment Officer, imparts lessons learned on how hedeveloped one of the most successful funds in state history after receiving theLifetime Achievement award. During his career, he mentored both Marcie Frost,CEO of CalPERS and Allyson Tucker, CEO of WSIB. After he retired, his fund, nowled by Allyson Tucker and Chris Hanak, was one of the few to show positivereturns for the challenging fiscal year in 2022. Interview by Christine Giordano.

A Look Back at 2024: Navigating Equity Markets with Daniel DusinaAs market dynamics continue to evolve—especially in equities across the U.S. and overseas—we’re revisiting insights from Daniel Dusina, Chief Investment Officer at Blue-Chip Partners. In this conversation, recorded last year, Daniel shares his approach to equity allocations, manager selection, and strategic initiatives since stepping into the CIO role.

After the City of Detroit filed the largest bankruptcy in municipal history, and did not make pension contributions for 10 years, it hired Lorenzo Newsome as chief investment officer for the Police and Fire Retirement System. Watch what he's up to, the special dashboard he built to communicate with his board, and what it's like to be a one person investment team for The Police and Fire Retirement System of the City of Detroit.

Retiring in June 2025, CIO Patrick Fleming of $30bn Wyoming State Treasurer’s Office discusses about how adopting the KISS (keep it simple stupid) strategy has allowed him to take more risks in his portfolio. In this exciting conversation, the hedge-fund connoisseur talks about the challenges in the current environment, the elections and growing his portfolio from $19bn to $30bn.

An investment strategy review of with Jeb Burns, Chief Investment Officer of Municipal Employees' Retirement System of Michigan, including private equity, commodities, emerging markets, election investing, where he outsources to investment managers and how he finds talent.